TrendQuants

Mostly Investing. Some politics, economics, technology…etc. Tweets are notes for self.

[TrendQuants @TrendQuants]

2 apparently contradictory megatrends will coexist with each other in the 21st Century:

1. India will gradually be among top 3 in nearly everything (along with US & China)

2. India will continue to experience all kinds of social & political strife. (Just too many fault lines)

[TrendQuants @TrendQuants]

@AbhishBanerj Congress being a family firm works in favour of BJP. Why lose that edge? Let Rahul run it like a family business till his 70s.

[TrendQuants @TrendQuants]

@NonsensicalNemo Suvendu has BJP DNA of higher order than most of BJP netas in Bengal. Like Himanta was in Congress but now speaks and executes the same language that you would expect a BJP lifer to do.

[TrendQuants @TrendQuants]

@Prashanth_Krish @moneyworks4u_fa I was talking about @harshmadhusudan He is whitepilled about India and fairly consistent. BM on the other hand is a mystery to me. Made money for self. Wrote a good book. Now talks like a buffoon. Makes me wonder how who can write that book make such baffling returns.

[TrendQuants @TrendQuants]

@Prashanth_Krish @moneyworks4u_fa Right or wrong..he has been making these predictions consistently. At least in this case it is coming from conviction and not with the intent to make it viral

[TrendQuants @TrendQuants]

@WestBengalDiary It is complex problem so not pointing fingers but saying that someone encroaching for 30 years needs to get regulated space and someone who started encroaching recently needs to be evicted is also a problematic approach which regularises encroachment if it is old enough.

[TrendQuants @TrendQuants]

For all the engagement farming tweets that you often see what is Aadhaar for if it is not a proof of anything (be it citizenship or address or date of birth), it is proof of identity linked to your biometrics that can’t be faked by a document.

[Swati Goel Sharma @swati_gs]

Today I met Vivek Kumar, who was kidnapped when he was in Class 3, converted to Islam, circumcised, fed beef, enrolled in a madrassa

At age of 17, he was being prepared to be sent to a Gulf country when Aadhaar biometrics revealed his real details to an alert official

Vivek was reunited with his parents after 9 long years

It was after his case that @KanoongoPriyank ordered all govt-aided madrassas in UP to furnish details of their students from Hindu families, which is now being opposed by a lobby in Allahabad high court

Vivek, who is from a scheduled caste, has learnt nothing other than memorising Arabic verses all these years

At 20, he now wants to pursue school and we @sewanyaya are helping him

Have recorded an interview of him which I will soon post

Counselled him for long - he was shocked to learn about the truth and tactics of conversion rackets and how youths are being radicalised to join terror outfits

[TrendQuants @TrendQuants]

@mayank_mehraa Very likely indeed. BJP is an institution. Other parties with the exception of left have become family owned businesses. Their survival and growth is heavily dependent on a charismatic and effective family member. And left doesn’t have too many supporters left.

[TrendQuants @TrendQuants]

@VishalBhargava5 Environment, trees, open spaces make real estate more enjoyable and world class.

[TrendQuants @TrendQuants]

@kushal_mehra TMC has 13. BJP has 3. It will reverse. +10 impact over a full cycle.

[Sahil Khetpal @skhetpal]

Murray Stahl built Horizon Kinetics into a $10B firm on long-term bets. He held TPL for 30 years, generating a 100x+ return.

He was one of the earliest institutional believers in Bitcoin.

After leading the firm for 3 decades, he sadly passed away on April 7.

Here's his story:

[TrendQuants @TrendQuants]

@Wegiveyouhealt1 The effort that you have put in to write this in such logical and simple way deserves whole hearted applause. 👏👏👏

[TrendQuants @TrendQuants]

@CalmInvestor @ajitwrites 🤣

[TrendQuants @TrendQuants]

@NewsAlgebraIND The last idea in his list is that everyone should be allowed to print money at home.

[TrendQuants @TrendQuants]

@Intrinsic_cycle Reminds of a Leo Tolstoy written story. A farmer is told that he can have all the land he can walk during the day. Keeps walking further and further. Turns back too late. Rushes to reach home before sunset. Collapses dead just before reaching home.

[TrendQuants @TrendQuants]

So? Like they say volatility is the price of admission. If you want a fixed or positive return every month, the market is not for you.
Even computing point to point returns over longer period is misleading. Rolling returns over a longer period is the right way to look at returns

[शिक्षित बेरोज़गार @kaul_vivek]

Ohhh...

[TrendQuants @TrendQuants]

@jsaideepak @Kal_Chiron @AdityaDharFilms @RanveerOfficial @ActorMadhavan @gauravgera @rampalarjun @duttsanjay @shashwatology @_RamanaB_ Erudite review as one would expect from you. Just a correction. #Dhurandhar2‌ is not a sequel. The whole movie shot in one go has been released in two parts because of footage being 7 hour plus. Any comparison is akin to pre and post interval of a single film.

[Portfolio123 @P123Finance]

A 10-year backtest on S&P 500 large caps proves that filtering for earnings quality creates a significant edge.

The strategy focuses on companies where operating cash flow exceeds reported net income. When cash collected outpaces earnings on paper, the accrual component is negative. This means the company is not relying on accounting estimates to hit its numbers.

The strategy applies five rules:

▪️ Positive operating cash flow.
▪️Positive net income.
▪️Cash flow greater than net income.
▪️Accruals to assets ratio below 5 percent.
▪️Financial firms excluded.

The remaining names are ranked by the accruals to assets ratio and the best 25 names are held. The results are compelling.

Over the decade ending March 2026, this 25-stock portfolio returned 17.54 percent annualized. The S&P 500 Equal Weight benchmark returned 11.12 percent. Better Sharpe ratio as well.

Current holdings include Meta, ServiceNow, Datadog, and Devon Energy. These firms represent a cash fortress across different sectors. They are held together by one shared trait: their cash earnings match or exceed their reported earnings.

Are accruals still relevant?

[TrendQuants @TrendQuants]

@contliving @TheSincereDude Such logical questions don’t help with engagement farming. LOL.

[TrendQuants @TrendQuants]

@bhatnaturally Dhurandhar the revenge is not a sequel. The entire film is 7 hours plus. Instead of editing it to a single film under 4 hours, they released it in two parts.

[TrendQuants @TrendQuants]

@DivaJain2 I suffer many of your tweets due to such gems which more than make up for all the rest. Now let me rush to find out what stegosaurus means 🤣